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Wells Fargo Clearing Services, LLC CRD 19616
$671B regulatory AUM 5,302 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2019-08-06 |
Branch Locations
7615 Sw 13Th Ave, Portland, OR 97219 • United States
700 Sw Washington St 5Th Fl Ste 501 [Wd-Rbo], Vancouver, WA 98660 • United States
601 E First St, Newberg, OR 97132 • United States
18975 Sw Martinazzi Ave, Tualatin, OR 97062 • United States
14725 Sw Teal Blvd, Beaverton, OR 97007 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Portland | OR | 08/2016 | Present |
| Wells Fargo Clearing Services Llc | Portland | OR | 08/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-09 |
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